Client Support Specialist
AI Summary
A Client Support Specialist coordinates client inquiries, oversees account intake, maintains data integrity, and supports collections and compliance in a fast-paced, regulated debt resolution environment.
About this role
Why TrueAccord?
TrueAccord, a wholly owned subsidiary of TrueML, is a category-defining company. We combine machine learning with a human-based approach to transform debt resolution and to get people on the path towards financial health. Every year, more than 70 million Americans have negative experiences dealing with debt. We are changing this by providing personalized digital experiences that guide lenders and consumers through this challenging financial process.
With a world-class leadership team, passionate team members, and proprietary predictive models trained on years worth of transactional data, TrueAccord is well-positioned to deliver on a huge opportunity: helping millions of consumers to regain and keep their financial footing while lowering the cost of doing business for creditors across many industries.
What You'll Do:
Coordinate & Communicate: Act as a primary point of contact for client inquiries via email and phone. You’ll handle professional correspondence with speed and clarity.
Oversee Account Intake: Manage daily intake processes, including running new business scrubs and executing strict data validation to ensure account accuracy.
Maintain Data Integrity: Handle precise file operations, including the retrieval, scanning, printing, and importing/exporting of critical data, while keeping our CRM and internal tracking systems up to date.
Empower Collections: Support front-line collection staff by handling settlement offers, relaying account instructions, and logging accurate account notations.
Administrative & Compliance Support: Prepare routine deliverables like status updates and audit reports. Follow both written and verbal directions to support cross-department initiatives and maintain strict adherence to FDCPA and other industry regulations.
Manage Workflow & Ad-Hoc Projects: Multi-task under pressure to ensure deadlines are met. Assist the Client Services Manager with ad-hoc internal projects, support the onboarding of new clients, and assist with basic skip-tracing activities using standard operating procedures.
Who You Are:
A Precision-Oriented Professional: You follow instructions precisely and take pride in catching the small details before a report hits a client's desk.
A Skilled Communicator: Your communication is professional, polished, and clear.
A Multitasking Pro: You can easily pivot between data entry, phone calls, and documentation without losing your focus.
Quick to Learn: You’re comfortable with computers. You’re always ready to participate in training to learn new software, systems, or process rollouts.
A Reliable Teammate: You understand that your role is critical to cross-team success and you show up ready to support the mission every day.
What You Bring (Qualifications):
Experience: 1–3 years of administrative or client/customer service experience.
Industry Knowledge: Experience in collections, fintech, or financial services is highly beneficial but not required (we will train you on the industry and FDCPA compliance).
Skills: Strong organizational habits, excellent verbal/written communication, and the ability to maintain consistency under pressure.
Tech Power: High proficiency with Microsoft Office or Google Workspace (especially spreadsheets). Familiarity with CRM tools is a major plus.
